Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
$135K Sell
8,433
-7,500
-47% -$120K 0.03% 309
2014
Q3
$224K Sell
15,933
-1,047
-6% -$14.7K 0.04% 260
2014
Q2
$219K Buy
16,980
+5,880
+53% +$75.8K 0.04% 259
2014
Q1
$137K Hold
11,100
0.03% 322
2013
Q4
$147K Buy
+11,100
New +$147K 0.03% 311